1. Feature Overview This email setting allows you to CC email addresses of contacts that aren’t leads in your system. Once you send a mail to any such contact, a lead with that email address will be automatically created in your system. Once enabled, users can add non-lead email addresses in the CC field when […]
1. Feature Overview The Opportunities feature helps you manage and track your potential deals. Integrate opportunities with your cloud telephony provider through the Universal Telephony Connector (UTC) to let your agents make and receive calls directly from opportunities, and track every phone call interaction against the relevant opportunity, instead of just the lead. Once you […]
1. Feature Overview This setting allows you to block certain domains from receiving your emails. Note: To block individual leads from receiving emails, see Email Settings – Blocked Email Address List. To opt-out all leads from receiving emails by default, and send emails only to leads that manually opt-in, see Data Protection and Privacy Settings. For […]